What are the responsibilities and job description for the Senior Financial Analyst position at TalentBridge?
Position Overview
A growing, private equity-backed industrial manufacturing organization is seeking a Senior Financial Analyst - FP&A to join its finance team. This is a highly visible role that will partner closely with finance leadership and operational stakeholders to provide financial analysis, forecasting, budgeting, and decision support across the business.
The ideal candidate brings 5-7 years of progressive financial planning and analysis experience, with a strong understanding of business drivers, financial modeling, and operational performance. Experience within manufacturing, industrial, or private equity-backed environments is highly preferred.
This position is well suited for an analytical, commercially minded finance professional who enjoys working beyond the numbers, partnering with the business, and translating financial and operational data into actionable insights.
Key Responsibilities
- Lead and support annual budgeting, forecasting, and long-range planning processes across assigned business units and functional areas.
- Develop and maintain detailed financial models, forecasts, and scenario analyses to support strategic and operational decision-making.
- Analyze monthly financial performance, including revenue, gross margin, operating expenses, EBITDA, and key operational drivers.
- Perform budget-to-actual and forecast-to-actual variance analysis, identifying underlying business drivers and communicating meaningful insights to leadership.
- Partner with operations, sales, supply chain, and other functional leaders to understand performance trends, risks, and opportunities.
- Develop management reporting, KPI dashboards, and executive-level financial presentations.
- Support profitability analysis across customers, products, business units, and/or manufacturing locations.
- Evaluate operational and manufacturing metrics, including volume, pricing, labor, material costs, productivity, and margin performance.
- Assist with cash flow forecasting, working capital analysis, capital expenditure planning, and other key financial initiatives.
- Support financial diligence, integration activities, and ad hoc analysis related to acquisitions and strategic growth initiatives as needed.
- Identify opportunities to improve FP&A processes, reporting capabilities, forecasting accuracy, and overall financial visibility.
- Serve as a trusted financial partner to business leaders by translating complex financial information into clear recommendations and actionable insights.
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
- 5-7 years of progressive experience in FP&A, corporate finance, financial analysis, or a related function.
- Strong financial modeling, budgeting, forecasting, and variance analysis capabilities.
- Advanced Microsoft Excel skills and experience working with financial reporting, ERP, and/or business intelligence platforms.
- Ability to analyze large and complex data sets and translate findings into meaningful business insights.
- Strong communication and presentation skills with the ability to effectively partner with both finance and operational leadership.
- Demonstrated ability to operate successfully in a fast-paced, growth-oriented environment.
- Manufacturing or industrial sector experience, with exposure to operational and plant-level financial drivers.
- Experience within a private equity-backed organization or other performance-driven environment.
- Understanding of EBITDA, working capital, cash flow, margin improvement, and value-creation initiatives.
- Experience supporting multi-site or multi-business-unit organizations.
- Exposure to M&A, acquisition integration, or financial transformation initiatives.